Data collected will be used according to D. Lgs. 196/03. The holder of the treatment is Consultique S.p.A [privacy policy]

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How to start today a professional office

How to start a professional office of independent financial advice: providing an independent consultancy service on total assets, becoming the client’s “trustee”.

In over ten years in this business, we found that there was a "latent" need for financial advice to Italian investors: financial needs were never satisfied because of the conflict of interest bank or  sales networks have, as they must mediate the client's interests with the interests of their employers or agents.
 
Consultique has identified these needs and turned them into value-added services for investors (individuals and businesses) by transferring its knowledge to Consultique’s network of professionals or partners.
 
Consultancy is made up of a number of services ranging from investment analysis and research to general recommendations on financial instruments, from resource allocation to planning.
 
The provision of these services is free, the only service still lacking to be regulated is the “personalised recommendation on a specific financial instrument”, because of the absence in Italy of an official national register of fee only financial planners.
 
An  independent  financial planner is a professional that offers consultancy also beyond the pure financial issues. In more financially developed countries, a financial advisor (often called as Life Planner or Fee-Only Financial Planner) is the “trustee” of the client, the only referral point for each decision which can have an impact on his/her assets.
 
Consultique helps you to start your independent professional office, providing you with a wide range of support, such as:
  • Cost and time reduction of start-up phase
  • Daily interaction with our financial analysts regarding any issues
  • Access to all information, tools, softwares, and the new Consultique smart platform IFAnet 4.0
  • Networking and partnership development with professionals already operating  
  • Marketing and communication support   
  • Professional development
  • Ongoing support regarding new legislation and regulations concerning this profession
Make an appointment to attend our Financial Cocktail meeting in your city.

Attend our training program in “Independent analysis and advice in financial assets management”

Pursuant to article 13 of Regulation (EU) 2016/679, we inform you that your personal data (including: name and surname, city, email, telephone number), freely given by you, will be processed by Consultique SCF S.p.A., as Data Controller, with computerized and manual methods, for purposes related to the management of your information request. The provision of personal data is free, however if you deny to provide your personal data it will not allow our Company to fulfil your request. We also inform you that the personal data that you have freely provided could be communicated to third parties appointed as Data Processor, that supply specific services strictly connected to the achievement of the purposes indicated above. We also inform you that, with your previous consent, your personal data could be used for sending commercial advices and for periodically informing you about the activities and initiatives of Consultique SCF S.p.A. Your personal data will be stored for the period of time strictly necessary for the purposes for which personal data are processed. Your personal data will not be disseminated. Finally, pursuant to articles 15 and following of Regulation (EU) 2016/679, we remind you that for more information, for specific requests or to exercise your rights (access, rectification, erasure, restriction, notification, data portability, objection) you can contact the Data Controller, sending a recorded delivery letter to Consultique SCF S.p.A., Stradone San Fermo n. 22, 37121 – Verona or an e-mail to privacy@consultique.com. If you think that the processing of your personal data by the Data Controller has infringed the provision of the Regulation (UE) 2016/679, you can lodge a complaint with a Supervisory Authority.

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